Free PDF Keep It!: Advanced Tax Strategies for IRAs

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Keep It!: Advanced Tax Strategies for IRAs

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About the Author

Mr. Luby is the founder of the Jagenâ„¢ family of companies. The Jagenâ„¢ designed private investment fund is a unique development in the planning field offering significant investment opportunities combined with tax efficiencies for clients with large IRAs and/or gift and estate tax concerns. A highly regarded and effective speaker, Mr. Luby travels extensively speaking at national events educating the countryâ€™s top professionals on advanced planning topics. He consults for other professional advisors in the area of valuation adjustment strategies and opportunities including tax benefits inherent in the design and operation of many alternative investment vehicles such as hedge funds, private REITs, etc. Mr. Luby also consults on advanced planning strategies for large IRAs and estates. Mr. Luby holds the Certified Financial Plannerâ„¢ designation. Prior to founding Jagenâ„¢, he owned and operated a high end financial planning firm with a primary focus on wealth management and preservation strategies. He is an established expert in the areas of charitable gift planning, advanced corporate retirement plan design and management, alternative investment transactions using retirement funds and the special needs of successful business owners including advanced tax and estate planning strategies. To inquire about speaking and/or consulting engagements, please visit www.jagenfunds.com or email info@jagenfunds.com.

Product details

Paperback: 198 pages

Publisher: West Lakes LLC (September 30, 2011)

Language: English

ISBN-10: 061554133X

ISBN-13: 978-0615541334

Product Dimensions:

5.5 x 0.4 x 8.5 inches

Shipping Weight: 12.6 ounces (View shipping rates and policies)

Average Customer Review:

5.0 out of 5 stars

2 customer reviews

Amazon Best Sellers Rank:

#865,140 in Books (See Top 100 in Books)

Great book. For RIA or tax advisor. Very advanced strategies. Had an intelligent client read it and I'm afraid it scared him. Though Luby is selling his services a bit, with the complexity of the subject his services would be a welcome help. Besides with his listing of the various resources he uses no one can claim he's making them a captive client

I wish I'd read this book years ago! Simple, straightforward advice on how to maximize the value of rollover IRAs and minimize the tax bite when converting to a ROTH IRA. Great book!

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